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ACCOUNT MANAGEMENT LLC

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13F filer, CIK 769954, BOXFORD, MA

ACCOUNT MANAGEMENT LLC reported $91,083,244 across 25 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-23. Its ten largest share positions make up 81.74% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-004072

Period
2025-06-30
Reported value
$91.1M
Holdings
25
Top 10 weight
81.74%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ORLYadded+55,360$4.99M
CRMnew+740$202K
ASMLadded+150$120K
BAadded+250$52.4K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BXreduced-3,000-$449K
TMUSreduced-1,860-$443K
JPMreduced-550-$159K
BRK-Breduced-236-$115K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001085146-25-004072, largest first. % of portfolio is the value over $91,083,244, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,120 shares; 2024Q4: 47,020 shares; 2025Q1: 47,020 shares; 2025Q2: 46,784 shares 46,784$22.7M24.95%-236Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,031 shares; 2024Q4: 76,031 shares; 2025Q1: 76,031 shares; 2025Q2: 73,031 shares 73,031$10.9M11.99%-3,000Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,880 shares; 2024Q4: 255,730 shares; 2025Q1: 257,210 shares; 2025Q2: 257,210 shares 257,210$7.98M8.76%0Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,772 shares; 2024Q4: 8,750 shares; 2025Q1: 8,750 shares; 2025Q2: 8,900 shares 8,900$7.13M7.83%+150Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,115 shares; 2024Q4: 4,115 shares; 2025Q1: 4,115 shares; 2025Q2: 59,475 shares 59,475$5.36M5.89%+55,360Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,840 shares; 2024Q4: 68,065 shares; 2025Q1: 68,005 shares; 2025Q2: 68,005 shares 68,005$4.72M5.18%0Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,925 shares; 2024Q4: 19,050 shares; 2025Q1: 19,050 shares; 2025Q2: 19,050 shares 19,050$4.21M4.62%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,665 shares; 2024Q4: 14,063 shares; 2025Q1: 14,063 shares; 2025Q2: 13,513 shares 13,513$3.92M4.3%-550Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,957 shares; 2024Q4: 17,957 shares; 2025Q1: 17,932 shares; 2025Q2: 16,072 shares 16,072$3.83M4.2%-1,860Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,568 shares; 2024Q4: 34,568 shares; 2025Q1: 34,568 shares; 2025Q2: 34,568 shares 34,568$3.65M4.01%0Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,465 shares; 2024Q4: 3,465 shares; 2025Q1: 3,465 shares; 2025Q2: 3,465 shares 3,465$2.73M3%0Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,875 shares; 2024Q4: 4,875 shares; 2025Q1: 4,875 shares; 2025Q2: 4,875 shares 4,875$2.65M2.91%0Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,795 shares; 2025Q2: 4,795 shares 4,795$2.46M2.7%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,595 shares; 2024Q4: 4,595 shares; 2025Q1: 4,595 shares; 2025Q2: 4,595 shares 4,595$2.29M2.51%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,210 shares; 2024Q4: 5,610 shares; 2025Q1: 5,610 shares; 2025Q2: 5,610 shares 5,610$1.71M1.88%0Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,264 shares; 2025Q2: 2,264 shares 2,264$876K0.96%0Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,479 shares; 2024Q4: 3,429 shares; 2025Q1: 3,429 shares; 2025Q2: 3,429 shares 3,429$816K0.9%0Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: 4,100 shares; 2025Q1: 4,100 shares; 2025Q2: 4,100 shares 4,100$639K0.7%0Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 937 shares; 2024Q4: 937 shares; 2025Q1: 887 shares; 2025Q2: 887 shares 887$503K0.55%0Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,350 shares 2,350$492K0.54%+250Timeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,035 shares; 2024Q4: 3,035 shares; 2025Q1: 3,035 shares; 2025Q2: 3,035 shares 3,035$361K0.4%0Timeline
PJTPJT PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,937 shares; 2024Q4: 1,937 shares; 2025Q1: 1,937 shares; 2025Q2: 1,937 shares 1,937$320K0.35%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares 1,700$302K0.33%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,810 shares; 2025Q1: 1,315 shares; 2025Q2: 1,315 shares 1,315$288K0.32%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 865 shares; 2025Q1: not reported; 2025Q2: 740 shares 740$202K0.22%newTimeline

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-004072 base2025-07-23acceptance time not in the bulk data set